1/12/2025 UK budget aims for a balance UK budget projects less debt issuance in the near term (vs. market expectations), explaining the calm reaction in bond yields.
12/05/2025 Fed’s policy dilemma The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.
12/05/2025 Podcasts Outerblue Talks Research – Capital Market Assumptions 2025 Join Amundi's Outerblue Talks Research podcast for insights on Capital Market Assumptions. Experts discuss transformative trends, long-term return expectations,...
5/05/2025 Trump’s first 100 days The eventful first 100 days in office of Donald Trump put into question the dominant role of US assets, thus pushing global investors to look to other...
28/04/2025 Trade war is clouding global growth Trade war is clouding global growth. The recent IMF downgrade highlights how policy ambiguity could hurt global trade and economic activity.
28/04/2025 Real & Alternative Assets Private Assets likely to stay resilient during market turmoi... Understanding how Private Assets likely behaved during the recent market selloff.
14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
